At Abbot Downing, you’ll work with a dedicated relationship manager who, along with dedicated team of professionals representing the five service areas, will deliver the most personalized service in the industry to you and your family. View Our Relationship Managers

Joel Alberts

Director
- Abbot Downing

Minneapolis

Joel Alberts is a director in the Minneapolis office. In addition to managing client relationships, Joel’s expertise includes working with closely-held business owners addressing wealth transfer planning objectives.

Chrissy Ambrose

Director
- Abbot Downing

Minneapolis

Jo Brooks

Director
- Abbot Downing

Winston-Salem

Jo is a director in the Southeast Region’s Winston-Salem office. She manages relationships for ultra-high-net-worth multi-generational families as well as their foundations and endowments. She partners with Abbot Downing’s specialists to provide tax effic

Michael P. Deasey

Managing Director
- Abbot Downing

Houston

Michael Deasey is a managing director in the Houston office. Mike is responsible for the overall management of client relationships. He has expertise in the areas of multi-generational wealth transfer, business succession planning, and income taxation.

David W. Edmiston

Managing Director
- Abbot Downing

Atlanta

David is a managing director in the Atlanta, Georgia office. He is responsible for the delivery of multi-family office, wealth transfer strategies, and financial planning services to Abbot Downing clients in the Southeast region.

Jennifer Elmore

Managing Director
- Abbot Downing

Raleigh

Jennifer Elmore is a managing director in the Raleigh office where she specializes in managing relationships for multigenerational families. Her efforts involve a highly interactive, collaborative approach with client families and their advisors. She empl

Jay Goetschius

Managing Director
- Abbot Downing

New York

Jay Goetschius is a managing director at Abbot Downing. He serves ultra-high-net-worth families and individuals, as well as endowments and foundations, in the New York metro area, New England, and Florida.

Dave Gutzke

Director
- Abbot Downing

Minneapolis

Philip Jodz

Director
- Abbot Downing

Philadelphia

Philip Jodz is a director in the Philadelphia office, where he is responsible for managing client relationships with an emphasis on fiduciary administration, wealth transfer and multigenerational planning for individuals and families.

Kayce King

Director
- Abbot Downing

Winston-Salem

Michael Lee

Director
- Abbot Downing

Chicago

Michael Lee is a director in the Chicago office at Abbot Downing. Michael is responsible for coordinating a team of wealth management specialists for Abbot Downing clients along with addressing complicated client issues.

John B. Magevney

Director
- Abbot Downing

Jacksonville

John is a director in the Jacksonville, Florida office. He is responsible for the delivery of multi-family office, investment management and financial planning services to clients throughout Abbot Downing’s Southeast market.

Chuck Maloney

Director
- Abbot Downing

Minneapolis

Chuck Maloney is a director in the Minneapolis office. He is responsible for managing relationships of multigenerational families. Prior to Abbot Downing, he was a financial principal with Lowry Hill for over 15 years.

Denise E. McClain

Director
- Abbot Downing

Scottsdale

Denise McClain is a director in the Scottsdale office. At Abbot Downing, Denise draws on her past experiences to help clients develop and implement their wealth transfer plans and makes recommendations about wealth transfer and income tax strategies.

Wendy Morgan

Director
- Abbot Downing

San Francisco

Michael Morrone

Director
- Abbot Downing

San Francisco

Michael Morrone is a director in the San Francisco office. He is responsible for managing complex client relationships, including asset management, planning and family dynamics, banking and fiduciary services.

Todd Neal

Managing Director
- Abbot Downing

Palm Beach

W. Todd Neal is a managing director in the Palm Beach, Florida office. Todd was previously an advisor with Wells Fargo Family Wealth. Todd has past experience in wealth transfer, generational planning, tax, and investments. He has significant experience a

James Rockwell

Managing Director
- Abbot Downing

Minneapolis

Jim Rockwell is a managing director for the Midwest region. His responsibilities include advising clients with wealth transfer planning and administration. Jim was previously a financial principal and partner at Lowry Hill.

David R. Ruff

Director
- Abbot Downing

Raleigh

David Ruff is a director in the Raleigh office with responsibility for managing complex relationships of ultra-high-net worth, multigenerational families. David leads a team of highly experienced wealth management professionals who specialize in asset man

Angie Sabel

Managing Director
- Abbot Downing

New York

Angie Sabel is a managing director in Abbot Downing’s New York office. She is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning.

Bradley Vialpando

Associate Director
- Abbot Downing

Palm Beach

Bradley Vialpando is an associate director in Abbot Downing’s Palm Beach office. He is responsible for the delivery of multi-family office, wealth planning, and financial planning services to our client families.

Vishal Wadhwa

Managing Director
- Abbot Downing

San Francisco

Vishal Wadhwa is a Managing Director at Abbot Downing serving ultra-high-net-worth multigenerational families, family offices, foundations, and endowments in the San Francisco area. He is dedicated to delivering Abbot Downing's comprehensive wealth manage

Managing Director
- Abbot Downing

San Francisco

Charles J. Wondra

Director
- Abbot Downing

Winston-Salem

Chuck Wondra is a director in the Winston-Salem office. He is responsible for leading a team of wealth management specialists to serve the financial needs of multigenerational families and non-profit organizations.